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YVRCO2
Level 1
posted
‎September 17, 2024 01:52 PM
last updated ‎September 17, 2024 10:52 AM

Invoicing and inventory

Hi everyone, 

I'm looking for guidance on invoicing and inventory. 


Our business refills CO2 cylinders.  Our wholesale customers purchase full cylinders and then we receive empty cylinders back from them that are to be refilled. 

 

I'm struggling with how to properly invoice this so that is accounts for inventory going out (full cylinders) but also inventory coming back in (empty cylinders).  Would this need to be a credit note? Or, could I have it all showing on one invoice? 

 

Thanks in advance. 

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2 Comments 2
JamesM4
QuickBooks Team
QuickBooks Team
‎September 17, 2024 02:24 PM

Invoicing and inventory

Hi YVRCO2,

 

Thanks for reaching out to us here. QuickBooks is a versatile program that helps you to manage your accounting with ease. I'll be glad to share more info so you're on the right track with your work. 

 

Recording your transactions the right way is essential for ensuring your books remain accurate. I recommend consulting an accounting specialist for expert advice. This ensures your entries are recorded in a way that allows for you to navigate the program with peace of mind. You can get in touch with an accounting professional using this link here. Other accounting professionals are able to see this post in the Community and this will allow them to chime in. 

 

Let me know if this info helps. I'm here to steer you in the right direction.

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Deity Alpha
Level 6
‎September 17, 2024 09:52 PM

Invoicing and inventory

@YVRCO2 

Do you have more than one refill measurement for the cylinder?

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